Plan5500

2023 Form 5500 filing — Housecalls Health Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015120202NAL0014563075014) for Housecalls Health Plan, reported by House Calls Home Care under EIN 27-0381133 and plan number 501. It reports 2,774 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015120202NAL0014563075014
Filing year
2023
Form type
2
Plan sponsor
House Calls Home Care
EIN
27-0381133
Plan number
501
Location
Brooklyn, NY
Participants
2,774
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,249,454
Total liabilities (EOY)
$518,525
Net assets (EOY)
$10,730,929
Employer contributions
$4,956,801
Participant contributions
$78,963
Total income / additions
$5,035,814
Benefits paid
$2,703,307
Administrative expenses
$2,444,233
Total expenses
$5,147,540
Net increase / (decrease)
-$111,726
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Total Plan ConceptsTHIRD PARTY ADMINISTRATOR$2,367,031not reported in the loaded dataset
Sbh Financial Group LLCCONTRACT ADMIN AND BROKERnot reported in the loaded dataset$1,162,089
Fasten Halberstam LlpPLAN AUDITOR$23,500not reported in the loaded dataset
Grandview Brokerage, Inc.BROKER$19,183not reported in the loaded dataset
Perr&KnightACTUARY$14,981not reported in the loaded dataset
Smith RxPRESCRIPTION DRUG VENDOR$10,539not reported in the loaded dataset
Colin GoldPLAN TRUSTEE$7,500not reported in the loaded dataset

Related Form 5500 pages